Doliver Advisors, L.P
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Overview
Doliver Advisors, L.P operates as an advisory company that has its headquarters in Houston, Texas. It manages $528.0 million in assets under management over 412 accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). It has a small group, including 6 financial advisors. Doliver Advisors, L.P does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like bonds, equities and options.
Doliver Advisors, L.P oversees all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without needing client permission. Doliver Advisors, L.P's typical account size is $1.3 million. The typical financial advisor at Doliver Advisors, L.P administers around 69 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is at 6363 Woodway, Houston, Texas 77057. The firm is registered to provide services to clients throughout a few states, including California, Ohio, Texas, Louisiana and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Doliver Advisors, L.P by the Numbers
$528.0 million
11
412
$1.3 million
Products and Services
Doliver Advisors, L.P provides a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. However, the company did not provide any of its customers with financial planning services in the prior financial year. It is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. The firm is affiliated with one or more other service providers in the financial services industry, including with a lawyer or law firm.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by the firm likely consist of some blend of the following fee structures: asset-based or performance-based. Doliver Advisors, L.P does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Doliver Advisors, L.P does business with a broad range of investors. Doliver Advisors, L.P provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, corporations and other. Out of its 412 clients, Doliver Advisors, L.P's biggest client group is retail investors, though it also manages money for 100 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 24.27%
- Other Individuals - 58.25%
- Corporations - 16.02%
- Charitable Organizations - 1.46%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Doliver Advisors, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Doliver Advisors, L.P
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Sarasota, FL
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